Custom fields
Allow line items for hourly rates, flat fees, reimbursements, and support hours with customizable tax and discount calculations to reflect varied client agreements.
Electronic invoices and signatures are widely accepted in the United States when created and captured under ESIGN and UETA requirements; maintain identity verification, intent to sign, and audit data to preserve legal enforceability.
The template owner sets billing terms, maintains rate tables, and controls who can edit invoice templates. This role manages client templates and approves template changes to ensure consistent billing language across projects.
Responsible for sending invoices, tracking signature status, and following up on unpaid invoices. The account manager can generate reports and access audit trails to resolve client queries and reconcile payments.
Allow line items for hourly rates, flat fees, reimbursements, and support hours with customizable tax and discount calculations to reflect varied client agreements.
Embed electronic signature fields and optional initial fields so clients can approve scope changes, accept charges, and authorize work for billing.
Include one-click payment options or invoicing links tied to payment processors so clients can settle invoices immediately after signing.
Maintain template history and editable clones so you can track revisions to terms, rates, or support scope across client engagements.
Show or hide sections based on service type, enabling concise invoices for minor support and detailed breakdowns for larger projects.
Record signer identity, IP, timestamps, and action history to support dispute resolution and regulatory compliance.
Link templates to Google Docs to populate invoice content from a document, then convert to a secure signing workflow; useful for teams that author invoices collaboratively before sending for signature.
Sync client records, billing addresses, and custom fields with your CRM so invoices prefill contact and project data, reducing input errors and ensuring billing aligns with account records.
Automatically save signed invoices to Dropbox, Google Drive, or other storage providers to centralize records and support backup, retention policies, and easy retrieval for accounting.
Customize templates with your logo, payment terms, and conditional sections so invoices match client type and scope; conditional logic hides irrelevant fields for simpler documents.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Auto-archive Period | 90 days |
| API Key Rotation | 30 days |
| Webhook Endpoint | Configured URL |
| Signature Order | Sequential |
The template and signing flow should work consistently on desktop, tablet, and mobile to match varied client preferences.
Confirm device compatibility before sending high-value invoices; advise clients on supported browsers or app options and include instructions for mobile signing to minimize delays and errors.
A monthly retainer invoice template standardizes recurring charges for ongoing support
Resulting in faster client approval and predictable cash flow.
Use a compact support invoice to bill one-time fixes or emergency updates
Leading to quicker sign-off and reduced billing disputes.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding in US | |||
| Bulk Send | |||
| Mobile signing experience | |||
| BAA / HIPAA option |
Within 24 hours
90 days
7 years
As required
Annually
| Plan and Provider | signNow (Featured) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Free plan available | Yes | Limited trial | No | Yes | Limited |
| Starting price per user | Starting $8/user/mo | Starting $10/user/mo | Starting $9.99/user/mo | Starting $15/user/mo | Starting $19/user/mo |
| API access included | Yes, paid tiers | Yes, paid tiers | Yes, paid tiers | Yes | Yes |
| SSO for teams | Available on enterprise | Available on enterprise | Available on enterprise | Available on business | Available on enterprise |
| Advanced enterprise features | Role controls, audit logs | Advanced admin controls | Integration with Adobe ECOSYSTEM | Workflow templates | CRM and workflow automation |